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Mckinley Carter Wealth Services, Inc.

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Total assets under management

$2,532,619,554

Total clients

1,743

35% high-net worth

Total advisors

34

of 51 employees

Firm size

Multi Team

Average clients per advisor

51

Average account size

$1,453,023

About

McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to individuals, families, pension/retirement plans, trusts, non-profit organizations, and other institutional clients. Services are offered on a discretionary or non‑discretionary basis and may include allocations to mutual funds, ETFs, individual securities, options, independent managers, insurance/annuity products, and certain private placements for eligible clients.

The firm combines fundamental and technical analysis with a long‑term strategic asset allocation framework and tactical shifts based on economic views, and it tailors portfolios to client risk tolerance and time horizon. MCWS conducts ongoing portfolio monitoring and at least quarterly account reviews, may recommend Independent Managers and private funds, and provides philanthropic and institutional investment supervisory services for endowments and plan sponsors.

Noteworthy operational features in the brochure include a member who is a licensed attorney maintaining a limited, separate legal practice (he does not serve MCWS clients except family members), a formal suite of philanthropic services for non‑profits and endowments, and platform relationships (including an insurance platform relationship and an online lending platform). The firm also discloses promoter referral arrangements and the integration of Independent Managers and insurance‑platform access into client solutions, which are less common among multi‑team peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Investment consulting

Fee options

Fixed

Fixed fees for wealth management services generally range from $1,000 to $20,000; financial planning/consulting fixed fees generally range from $350 to $10,000; philanthropic service fees vary (e.g., $10,000 for planned giving manual, $6,000 for charitable trust management)

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.40% $25,000,001+: Negotiable

Project-based

Hourly fees for financial planning and consulting services range from $50 to $500 per hour

Other

Account minimum: $7,500 minimum annual fee for institutional investment management services (may be impractical for portfolios under $1,000,000) Minimum fee: Minimum annual fee of $3,000 for wealth management services; Minimum annual fee of $7,500 for institutional investment management services Fee-only: Financial planning and consulting fees generally range from $350 to $10,000 (fixed fee) and/or $50 to $500 per hour (hourly rate)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Mckinley Carter Wealth Services, Inc.

2100 Market Street

Wheeling WV 26003, United States

Number of offices

7

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